US Wealth Management Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$276,443
Clients
3
Advisors
1
of 1 employees
About
The firm provides non‑discretionary portfolio management, financial planning, and family‑office/strategic advisory services to a mix of clients, including high‑income and high‑net‑worth individuals, corporate and institutional entities, trusts, and multi‑entity family offices. It also positions its platform to serve licensed independent advisors seeking a turnkey advisory solution, and manages client assets as separately managed accounts held at independent custodians.
Investment advice is delivered through a multi‑disciplined process that blends top‑down macro analysis with fundamental ratio screening, cyclical study, and technical timing, with an emphasis on growth and technology themes alongside value principles. Because all accounts are managed on a non‑discretionary basis, the firm presents recommendations for client authorization and expects clients to remain engaged in approving transactions and implementation.
What distinguishes the firm from many peers is its combination of entirely non‑discretionary AUM with a client base that explicitly includes corporate and institutional mandates — a mix that is uncommon for small independent advisory practices. The firm’s principal brings decades of market experience, and the business supports a broader product set than typical peers (including alternative and digital/tokenized real‑world assets and multi‑entity family‑office work) while operating a platform/master account arrangement (currently through Interactive Brokers) for custody and execution.
Client services
Expertise
Fee options
Financial planning fees typically range from $2,500 to $25,000 per engagement; Family Office & Strategic Advisory retainer fees range from $25,000 to $275,000, depending on scope and complexity
$0+: up to 1.5% for traditional assets $0+: up to 2.0% for alternative, digital, or tokenized real-world (RWA) assets
Hourly fees range from $0 to $550 per hour and are negotiable based on scope and complexity
Fixed annual retainer fees for Family Office & Strategic Advisory services typically range from $25,000 to $275,000
Main office
New York NY
Advisors at this office
1
Most active in
Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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